Filed May 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,181 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,229 | $50,637-75.8% | $86,590-85.9% | $62,292-80.4% |
| Participation rate | 92.4% | 67.9%+24.5pp | 73.5%+18.8pp | 69.5%+22.9pp |
| Annual return | 13.04% | 20.80%-7.8pp | 964.84%-951.8pp | 28.90%-15.9pp |
| Employer contribution / active EE | $988 | $2,075-52.4% | $2,839-65.2% | $2,042-51.6% |
| Participant deferral / active EE | $1,643 | $2,611-37.1% | $3,609-54.5% | $3,169-48.1% |
| Admin fee / account holder | $6 | $413-98.4% | $4,906-99.9% | $479-98.6% |